mirror of
https://github.com/we-promise/sure.git
synced 2026-08-05 00:22:17 +00:00
* feat(desktop): scaffold Tauri 2 macOS shell with empty window * feat(desktop): server store, URL normalization, and health-check helpers * feat(desktop): IPC commands for server list/add/remove/health + active-server state Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01Nno38ujctqiqSoY8eFRhaf * feat(desktop): native onboarding server picker with health check and remembered servers * feat(desktop): vibrancy background, overlay titlebar, and inset traffic lights * feat(desktop): native menu bar with standard shortcuts and menu events * feat(desktop): webview→Rust bridge with native notifications * fix(desktop): gate bridge injection on PageLoadEvent::Finished Prevents double-injecting the bridge IIFE (once on Started, once on Finished), which was duplicating every native notification. * feat(desktop): Dock badge driven by webview attention count * feat(desktop): launch-at-login autostart commands * feat(desktop): sure:// deep link scheme with parse tests and navigation * feat(desktop): preferences window with server switcher and launch-at-login * docs(desktop): README for dev, release, signing/notarization, and deferred widget * fix(desktop): remove dead New Window menu item * fix(desktop): correct login route to /sessions/new Rails uses `resources :sessions` (plural), so the login page is /sessions/new, not the /session/new the plan assumed. Fixes an immediate 404 when connecting to a server. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01Nno38ujctqiqSoY8eFRhaf * feat(desktop): Sure-styled onboarding, draggable titlebar, and app content offset - Restyle onboarding + prefs to match Sure's auth page: solid surface background, centered logomark, .form-field-style inputs, inverse primary button; theme-aware via prefers-color-scheme (design-system tokens). - Add a draggable titlebar strip on bundled pages and inject one into the remote page so the window drags from the top everywhere. - Inject a top offset on the logged-in app-layout root so the sidebar logo clears the macOS traffic lights. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01Nno38ujctqiqSoY8eFRhaf * fix(desktop): de-dupe login navigation to prevent CSRF token/session race connect() navigated to /sessions/new directly AND via the active-server-changed event, which is also handled by a second listener injected into the page by bridge.js. One connect fired multiple concurrent GET /sessions/new requests, each minting a fresh session + CSRF token; the form shown and the _sure_session finally stored could come from different GETs, so the login POST failed 'Can't verify CSRF token authenticity' intermittently. Route all navigation through a single window-level guard so only the first request per server wins. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01Nno38ujctqiqSoY8eFRhaf * fix(desktop): enable window drag permission; offset only the icon rail - Add core:window:allow-start-dragging (+ show/set-focus, event emit/listen) to capabilities so data-tauri-drag-region actually drags the window on macOS. - Offset only the 84px left icon rail (logomark) to clear the traffic lights instead of pushing the entire app-layout down; keep main content full-height. - Drag strip z-index lowered below Sure's sticky headers so its controls stay clickable. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01Nno38ujctqiqSoY8eFRhaf * feat(desktop): persist active server and resume session on launch - Persist the active server to the Keychain in set_active_server; active_server falls back to it so a relaunch knows where to go. - On launch, auto-resume straight to the last server instead of showing the picker every time. - Navigate to the server root (not /sessions/new): Rails serves the dashboard when the session cookie is still valid, or redirects to login when not — so a persisted session no longer forces a re-login. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01Nno38ujctqiqSoY8eFRhaf * feat: desktop SSO via system browser with PKCE code exchange Passkeys/WebAuthn don't work in an embedded WKWebView, so SSO now runs in the system browser and hands a session back to the app securely. Server (Rails): - GET /auth/desktop/:provider — stashes a PKCE S256 challenge, hands off to OmniAuth (reusing the mobile auto-submit form). Passkeys work (real browser). - openid_connect — for a linked identity in a desktop flow, mints a single-use, 2-min, PKCE-bound one-time code and redirects to sure://sso/callback?code=... (unlinked identities are sent back with an error). - GET /sessions/desktop_exchange — verifies the code + PKCE verifier (secure_compare), single-use (cache delete), then create_session_for; MFA is enforced at exchange time. Sets the normal web session cookie in the webview. - Tests: happy path + single-use, wrong-verifier rejection, missing challenge. Desktop (Tauri): - start_sso command: generates PKCE, opens the browser, stores the verifier. - sure://sso/callback deep link -> webview navigates to desktop_exchange with the verifier (never sent through the deep link, so an intercepted code is useless). - bridge.ts intercepts SSO provider form submits and routes them to start_sso; password login stays in the webview. - remote.json capability: minimal IPC (drag, event bridge, prefs window, start_sso) for the remote Sure origin — no fs/shell/http. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01Nno38ujctqiqSoY8eFRhaf * fix(desktop): correct remote IPC capability + handle menu in Rust + drag fallback Root cause of prefs/switch-server/SSO/drag doing nothing on the logged-in page: the remote-bridge capability's remote.urls ('https://*') did not match the server origin, so all IPC (event listen, invoke, drag command) was denied. Per Tauri v2, window.__TAURI__ is injected on remote pages only with withGlobalTauri (set) AND a matching remote.urls; patterns need a path wildcard. - remote.json: urls -> https://*/**, http://*/** (+ bare host) so any server origin matches. - menu.rs: Preferences and Switch Server now show the prefs window directly in Rust (no dependency on remote-page IPC); Switch Server moved from Window to the App menu. - bridge.ts: drops the menu-event listeners (Rust owns them), adds a startDragging mousedown fallback for the drag strip, logs diagnostics, and reports start_sso success/failure to the console. - main.ts: drops the now-unused menu listeners. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01Nno38ujctqiqSoY8eFRhaf * fix(desktop): SSO via event (remote can't invoke commands), disk-backed server store Diagnostics confirmed window.__TAURI__ + IPC work on the remote page, but a remote origin cannot invoke custom commands ('start_sso not allowed. Plugin not found'). Events are permitted, so SSO now goes through an event. - SSO: bridge emits 'sure://start-sso'; Rust listens and runs begin_sso (opens the system browser). start_sso command kept for local use. - servers: mirror the server list + active server to a JSON file in Application Support as a fallback — Keychain items don't persist for unsigned builds, which was wiping the saved server on relaunch. - remote.json: add notification:default (Sure's PWA was requesting it and erroring). - menu: log whether the prefs window is present when Preferences/Switch Server fire, to diagnose the no-op. - main: log the persisted active server on boot. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01Nno38ujctqiqSoY8eFRhaf * fix(desktop): drag the top band on every page via mousedown, not a z-indexed strip The fixed drag strip sat below Sure's sticky headers (z-10) so it worked only on pages without a top header. Replace it with a document-level mousedown in the top ~34px that starts a window drag unless the target is an interactive element — so dragging works on all pages, Sure's titlebar controls stay clickable, and main content isn't pushed down. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01Nno38ujctqiqSoY8eFRhaf * ci(desktop): tag-triggered GitHub Actions release for universal unsigned .dmg - .github/workflows/desktop-release.yml: on a 'desktop-v*' tag, build the universal (Apple Silicon + Intel) .dmg on a macOS runner via tauri-action and publish it to a GitHub Release with unsigned-install instructions. - README: universal build command, the tag-based release process, and the Gatekeeper 'Open Anyway' / xattr steps for end users. - Drop the unused iOS/Android icon sets (macOS build only needs icon.icns). Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01Nno38ujctqiqSoY8eFRhaf * ci(desktop): rolling desktop-latest build on desktop/ changes, not manual tags Replaces the manual desktop-v* tag release with a path-filtered workflow that builds only when desktop/ changes on main and publishes to a single rolling 'desktop-latest' prerelease with a stable Sure.dmg filename — one permanent download URL, and the file changes only when the desktop code does. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01Nno38ujctqiqSoY8eFRhaf * ci(desktop): tag-driven versioned releases; tag is the single source of version Revert to manual version tags (desktop-v*) for explicit version control, but derive the app/.dmg version from the tag so package.json + tauri.conf.json are synced automatically in CI — no manual version-file edits. Each tag produces its own versioned GitHub Release with the universal unsigned .dmg. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01Nno38ujctqiqSoY8eFRhaf * ci(desktop): release entirely from GitHub via workflow_dispatch version input Make the GitHub Action the single tool to version + deploy the desktop app: Run workflow -> enter a version -> it syncs the version, builds the universal unsigned .dmg, and creates the desktop-v<version> tag + Release. Refuses to re-release an existing version; marks pre-release versions accordingly. Tag push (desktop-v*) still works as a secondary trigger. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01Nno38ujctqiqSoY8eFRhaf * ci(desktop): publish releases with make_latest:false so they don't hijack the repo's Latest badge Desktop is a secondary artifact, not the main product. Build with tauri-action, then publish via action-gh-release with make_latest:false so the repo's 'Latest release' badge stays on the main app's v* release. Separate desktop-v* tag namespace already keeps it out of the v* publish workflow. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01Nno38ujctqiqSoY8eFRhaf * fix(desktop): address PR review feedback (security + correctness) Security: - workflow: pass workflow_dispatch version via env (no shell injection); pin all third-party actions to commit SHAs. - SSO: gate deep-link navigation and begin_sso to servers the user has saved (is_known_server), so a rogue page/deep link can't drive them. - desktop_exchange is now POST (verifier in body, not URL/logs); CSRF skipped since the single-use PKCE code is the protection. - desktop_sso_start validates the code_challenge is a 43-char base64url digest. - desktop_exchange claims the one-time code atomically (delete-and-check) to close the read/delete TOCTOU. - failure: return desktop SSO errors to the app via sure://sso/callback?error. Correctness / stability: - prefs window hides on close instead of being destroyed, so the menu can reopen it. - servers.rs: on-disk store is authoritative (file-first read), atomic writes (temp + rename). - main.ts/prefs.ts: try/catch around add/set/remove/active_server and boot; add a shared serverErrorMessage helper (no duplicated substring checks). - vite.config.ts: derive dir from import.meta.url (ESM has no __dirname). - bridge.ts: coalesce MutationObserver scans to one per frame. - README: notarization example uses the universal .dmg name. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01Nno38ujctqiqSoY8eFRhaf * fix(desktop): scope remote IPC to server origins at runtime, drop wildcard capability Resolves the remaining security finding: the static remote.json granted Tauri IPC to any http(s) origin (https://*). Remove it and instead add a capability scoped to each server's exact origin at runtime (CapabilityBuilder + add_capability), granting only the minimal permissions the bridge needs, for saved/active servers on startup and for the target in set_active_server. No origin outside the user's configured servers can access IPC. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01Nno38ujctqiqSoY8eFRhaf * fix(desktop): add runtime per-origin IPC capability (grant_server_capability) Implements the runtime-scoped capability that replaces the removed wildcard remote.json: CapabilityBuilder scoped to each server's exact origin, added via add_capability for saved/active servers at startup and in set_active_server. (Split from the previous commit, which only recorded the remote.json removal.) Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01Nno38ujctqiqSoY8eFRhaf * ci(desktop): harden release workflow (no shared caches, environment gate) Address two release-workflow security findings: - Remove cache: npm and the swatinem/rust-cache step so a poisoned Actions cache written by another workflow can't flow into a published .dmg (P0). - Add 'environment: release' to the build job so publishing can require manual approval and scope secrets to release runs (P1). Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01Nno38ujctqiqSoY8eFRhaf * fix(desktop): remove transparency code and fix relaunch behavior * fix(desktop): fix PR review findings; adjust app notarization path, use Sure theme tokens instead of hardcoding values * ci(desktop): switch release from independant versioning to using Sure's publishing workflow, releasing and versioning with every main app release * fix(desktop): restrict CSP as much as possible while maintaining functionality; allow bundled scripts, Tauri IPC, inline styles; deny wildcards --------- Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
839 lines
23 KiB
Ruby
839 lines
23 KiB
Ruby
require "sidekiq/web"
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require "sidekiq/cron/web"
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Rails.application.routes.draw do
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resources :questrade_items, only: [ :index, :new, :create, :show, :edit, :update, :destroy ] do
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collection do
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get :preload_accounts
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get :select_accounts
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post :link_accounts
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get :select_existing_account
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post :link_existing_account
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end
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member do
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post :sync
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get :setup_accounts
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post :complete_account_setup
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end
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end
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resources :indexa_capital_items, only: [ :index, :new, :create, :show, :edit, :update, :destroy ] do
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collection do
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get :preload_accounts
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get :select_accounts
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post :link_accounts
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get :select_existing_account
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post :link_existing_account
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end
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member do
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post :sync
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get :setup_accounts
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post :complete_account_setup
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end
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end
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resources :mercury_items, only: %i[index new create show edit update destroy] do
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collection do
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get :preload_accounts
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get :select_accounts
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post :link_accounts
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get :select_existing_account
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post :link_existing_account
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end
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member do
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post :sync
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get :setup_accounts
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post :complete_account_setup
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end
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end
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resources :wise_items, only: %i[index new create show edit update destroy] do
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collection do
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get :select_profiles
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post :link_profiles
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get :select_accounts
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post :link_accounts
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get :select_existing_account
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post :link_existing_account
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end
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member do
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post :sync
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get :setup_accounts
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post :complete_account_setup
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end
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end
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resources :brex_items, only: %i[index new create show edit update destroy] do
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collection do
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get :preload_accounts, to: "brex_items/account_flows#preload_accounts"
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get :select_accounts, to: "brex_items/account_flows#select_accounts"
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post :link_accounts, to: "brex_items/account_flows#link_accounts"
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get :select_existing_account, to: "brex_items/account_flows#select_existing_account"
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post :link_existing_account, to: "brex_items/account_flows#link_existing_account"
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end
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member do
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post :sync
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get :setup_accounts, to: "brex_items/account_setups#setup_accounts"
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post :complete_account_setup, to: "brex_items/account_setups#complete_account_setup"
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end
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end
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resources :coinbase_items, only: [ :index, :new, :create, :show, :edit, :update, :destroy ] do
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collection do
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get :preload_accounts
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get :select_accounts
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post :link_accounts
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get :select_existing_account
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post :link_existing_account
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end
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member do
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post :sync
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get :setup_accounts
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post :complete_account_setup
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end
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end
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resources :binance_items, only: [ :index, :new, :create, :show, :edit, :update, :destroy ] do
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collection do
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get :select_accounts
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post :link_accounts
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get :select_existing_account
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post :link_existing_account
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end
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member do
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post :sync
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get :setup_accounts
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post :complete_account_setup
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end
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end
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resources :kraken_items, only: [ :create, :update, :destroy ] do
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collection do
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get :select_accounts
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post :link_accounts
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get :select_existing_account
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post :link_existing_account
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end
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member do
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post :sync
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get :setup_accounts
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post :complete_account_setup
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end
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end
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resources :snaptrade_items, only: [ :index, :show, :destroy ] do
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collection do
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get :preload_accounts
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get :select_accounts
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get :select_existing_account
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post :link_existing_account
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get :callback
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get :oauth_authorize
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get :oauth_callback
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end
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member do
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post :sync
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get :connect
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get :setup_accounts
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post :complete_account_setup
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get :connections
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delete :delete_connection
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end
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end
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resources :ibkr_items, only: [ :create, :update, :destroy ] do
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collection do
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get :select_accounts
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get :select_existing_account
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post :link_existing_account
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end
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member do
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post :sync
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get :setup_accounts
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post :complete_account_setup
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end
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end
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resources :trading212_items, only: [ :create, :update, :destroy ] do
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collection do
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get :select_accounts
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get :select_existing_account
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post :link_existing_account
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end
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member do
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post :sync
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get :setup_accounts
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post :complete_account_setup
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end
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end
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# CoinStats routes
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resources :coinstats_items, only: [ :index, :new, :create, :update, :destroy ] do
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collection do
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post :link_wallet
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post :link_exchange
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end
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member do
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post :sync
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end
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end
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resources :enable_banking_items, only: [ :new, :create, :update, :destroy ] do
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collection do
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get :callback
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post :link_accounts
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get :select_existing_account
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post :link_existing_account
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end
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member do
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post :sync
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get :select_bank
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post :authorize
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post :reauthorize
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get :setup_accounts
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post :complete_account_setup
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post :new_connection
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end
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end
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get ".well-known/oauth-protected-resource", to: "oauth_metadata#protected_resource"
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get ".well-known/oauth-authorization-server", to: "oauth_metadata#authorization_server"
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post "register", to: "oauth_registration#create"
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use_doorkeeper
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# MFA routes
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resource :mfa, controller: "mfa", only: [ :new, :create ] do
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get :verify
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post :verify, to: "mfa#verify_code"
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post :webauthn_options
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post :verify_webauthn
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delete :disable
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end
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mount Lookbook::Engine, at: "/design-system" unless Rails.env.production?
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if Rails.env.development?
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mount Rswag::Api::Engine => "/api-docs"
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mount Rswag::Ui::Engine => "/api-docs"
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end
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# Break-glass queue tooling. Development mounts it open for convenience;
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# everywhere else (production, staging, test) the route only exists for a
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# signed-in super admin — see app/constraints/super_admin_constraint.rb.
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# An optional basic-auth second layer can be enabled via SIDEKIQ_WEB_USERNAME
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# and SIDEKIQ_WEB_PASSWORD (config/initializers/sidekiq.rb).
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if Rails.env.development?
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mount Sidekiq::Web => "/sidekiq"
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else
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constraints SuperAdminConstraint.new do
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mount Sidekiq::Web => "/sidekiq"
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end
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end
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# AI chats
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resources :chats do
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resources :messages, only: :create do
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member do
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# Client-side watchdog reports a "Thinking…" bubble that never received
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# a response (e.g. the background worker is down) so it can be failed.
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post :report_timeout
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end
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end
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member do
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post :retry
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end
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end
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resources :family_exports, only: %i[new create index destroy] do
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member do
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get :download
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post :cancel
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end
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end
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resources :syncs, only: [] do
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member do
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post :cancel
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end
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end
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get "exports/archive/:token", to: "archived_exports#show", as: :archived_export
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get "changelog", to: "pages#changelog"
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get "feedback", to: "pages#feedback"
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patch "dashboard/preferences", to: "pages#update_preferences"
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resource :current_session, only: %i[update]
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resource :registration, only: %i[new create]
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resources :sessions, only: %i[index new create destroy]
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# Desktop app SSO: opens the flow in the system browser (so passkeys/WebAuthn
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# work), then hands a single-use, PKCE-bound code back via the sure:// scheme
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# which the desktop webview exchanges for a normal web session.
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post "/sessions/desktop_exchange", to: "sessions#desktop_exchange", as: :desktop_sso_exchange
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get "/auth/desktop/:provider", to: "sessions#desktop_sso_start"
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get "/auth/mobile/:provider", to: "sessions#mobile_sso_start"
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match "/auth/:provider/callback", to: "sessions#openid_connect", via: %i[get post]
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|
match "/auth/failure", to: "sessions#failure", via: %i[get post]
|
|
get "/auth/logout/callback", to: "sessions#post_logout"
|
|
resource :oidc_account, only: [] do
|
|
get :link, on: :collection
|
|
post :create_link, on: :collection
|
|
get :new_user, on: :collection
|
|
post :create_user, on: :collection
|
|
end
|
|
resource :password_reset, only: %i[new create edit update]
|
|
resource :password, only: %i[edit update]
|
|
resource :email_confirmation, only: :new
|
|
|
|
resources :users, only: %i[update destroy] do
|
|
delete :reset, on: :member
|
|
delete :reset_with_sample_data, on: :member
|
|
patch :rule_prompt_settings, on: :member
|
|
get :resend_confirmation_email, on: :member
|
|
end
|
|
|
|
resource :onboarding, only: :show do
|
|
collection do
|
|
get :preferences
|
|
get :goals
|
|
get :trial
|
|
end
|
|
end
|
|
|
|
namespace :settings do
|
|
resource :profile, only: [ :show, :destroy ]
|
|
resource :preferences, only: %i[show update]
|
|
resource :appearance, only: %i[show update]
|
|
resource :debug, only: :show
|
|
resource :background_jobs, controller: "background_jobs", only: :show do
|
|
post :cancel
|
|
end
|
|
resource :hosting, only: %i[show update] do
|
|
delete :clear_cache, on: :collection
|
|
delete :disconnect_external_assistant, on: :collection
|
|
end
|
|
resource :payment, only: :show
|
|
resource :security, only: :show
|
|
resources :webauthn_credentials, only: %i[create destroy] do
|
|
post :options, on: :collection
|
|
end
|
|
resources :sso_identities, only: :destroy
|
|
resources :api_keys, only: [ :index, :show, :new, :create, :destroy ]
|
|
resource :mcp, controller: "mcp", only: :show do
|
|
delete "tokens/:token_id", to: "mcp#revoke", as: :revoke_token
|
|
end
|
|
resource :ai_prompts, only: :show
|
|
resource :llm_usage, only: :show
|
|
resource :guides, only: :show
|
|
get "bank_sync", to: redirect("/settings/providers", status: 301)
|
|
resource :providers, only: %i[show update] do
|
|
collection do
|
|
post :sync_all
|
|
post ":provider_key/sync", action: :sync, as: :sync_provider
|
|
get ":provider_key/connect_form", action: :connect_form, as: :connect_form
|
|
end
|
|
end
|
|
end
|
|
|
|
resource :subscription, only: %i[new show create] do
|
|
collection do
|
|
get :upgrade
|
|
get :success
|
|
end
|
|
end
|
|
|
|
resources :tags, except: :show do
|
|
resources :deletions, only: %i[new create], module: :tag
|
|
delete :destroy_all, on: :collection
|
|
end
|
|
|
|
namespace :category do
|
|
resource :dropdown, only: :show
|
|
end
|
|
|
|
resources :categories, except: :show do
|
|
resources :deletions, only: %i[new create], module: :category
|
|
|
|
get :merge, on: :collection
|
|
post :perform_merge, on: :collection
|
|
post :bootstrap, on: :collection
|
|
delete :destroy_all, on: :collection
|
|
end
|
|
|
|
resources :reports, only: %i[index] do
|
|
patch :update_preferences, on: :collection
|
|
get :export_transactions, on: :collection
|
|
get :google_sheets_instructions, on: :collection
|
|
get :print, on: :collection
|
|
get :picker, on: :collection
|
|
end
|
|
|
|
resources :budgets, only: %i[index show edit update], param: :month_year do
|
|
post :copy_previous, on: :member
|
|
get :picker, on: :collection
|
|
|
|
resources :budget_categories, only: %i[index show update]
|
|
end
|
|
|
|
resources :goals do
|
|
member do
|
|
patch :pause
|
|
patch :resume
|
|
patch :complete
|
|
patch :archive
|
|
patch :unarchive
|
|
patch :reopen
|
|
end
|
|
|
|
resources :pledges, only: %i[new create destroy], controller: "goal_pledges" do
|
|
member do
|
|
patch :renew
|
|
end
|
|
end
|
|
end
|
|
|
|
resources :family_merchants, only: %i[index new create edit update destroy] do
|
|
collection do
|
|
get :merge
|
|
post :perform_merge
|
|
post :enhance
|
|
end
|
|
end
|
|
|
|
get :exchange_rate, to: "exchange_rates#show"
|
|
|
|
resources :transfers, only: %i[new create destroy show update] do
|
|
member do
|
|
post :mark_as_recurring
|
|
end
|
|
end
|
|
|
|
resources :imports, only: %i[index new show create update destroy] do
|
|
member do
|
|
post :publish
|
|
put :revert
|
|
put :apply_template
|
|
post :cancel
|
|
end
|
|
|
|
resource :upload, only: %i[show update], module: :import
|
|
resource :configuration, only: %i[show update], module: :import
|
|
resource :clean, only: :show, module: :import
|
|
resource :confirm, only: :show, module: :import
|
|
resource :qif_category_selection, only: %i[show update], module: :import
|
|
|
|
resources :rows, only: %i[show update], module: :import
|
|
resources :mappings, only: :update, module: :import
|
|
end
|
|
|
|
resources :holdings, only: %i[index new show update destroy] do
|
|
member do
|
|
post :unlock_cost_basis
|
|
patch :remap_security
|
|
post :reset_security
|
|
post :sync_prices
|
|
end
|
|
end
|
|
resources :trades, only: %i[show new create update destroy] do
|
|
member do
|
|
post :unlock
|
|
end
|
|
end
|
|
resources :valuations, only: %i[show new create update destroy] do
|
|
post :confirm_create, on: :collection
|
|
post :confirm_update, on: :member
|
|
end
|
|
|
|
namespace :transactions do
|
|
resource :bulk_deletion, only: :create
|
|
resource :bulk_update, only: %i[new create]
|
|
resource :categorize, only: %i[show create] do
|
|
patch :assign_entry, on: :collection
|
|
get :preview_rule, on: :collection
|
|
end
|
|
end
|
|
|
|
resources :transactions, only: %i[index new create show update destroy] do
|
|
resource :split, only: %i[new create edit update destroy]
|
|
resource :transfer_match, only: %i[new create]
|
|
resource :pending_duplicate_merges, only: %i[new create]
|
|
resource :category, only: :update, controller: :transaction_categories
|
|
resources :attachments, only: %i[show create destroy], controller: :transaction_attachments
|
|
|
|
collection do
|
|
delete :clear_filter
|
|
patch :update_preferences
|
|
end
|
|
|
|
member do
|
|
get :convert_to_trade
|
|
post :create_trade_from_transaction
|
|
post :mark_as_recurring
|
|
post :merge_duplicate
|
|
post :dismiss_duplicate
|
|
post :unlock
|
|
patch :tags, action: :update_tags
|
|
end
|
|
end
|
|
|
|
resources :recurring_transactions, only: %i[index destroy] do
|
|
collection do
|
|
match :identify, via: [ :get, :post ]
|
|
match :cleanup, via: [ :get, :post ]
|
|
patch :update_settings
|
|
end
|
|
|
|
member do
|
|
match :toggle_status, via: [ :get, :post ]
|
|
end
|
|
end
|
|
|
|
resources :insights, only: %i[index] do
|
|
collection do
|
|
post :refresh
|
|
end
|
|
|
|
member do
|
|
patch :dismiss
|
|
patch :undismiss
|
|
end
|
|
end
|
|
|
|
resources :accountable_sparklines, only: :show, param: :accountable_type
|
|
|
|
direct :entry do |entry, options|
|
|
if entry.new_record?
|
|
route_for entry.entryable_name.pluralize, options
|
|
else
|
|
route_for entry.entryable_name, entry, options
|
|
end
|
|
end
|
|
|
|
resources :rules, except: :show do
|
|
member do
|
|
get :confirm
|
|
post :apply
|
|
end
|
|
|
|
collection do
|
|
delete :destroy_all
|
|
get :confirm_all
|
|
post :apply_all
|
|
post :clear_ai_cache
|
|
end
|
|
end
|
|
|
|
resources :accounts, only: %i[index new show destroy], shallow: true do
|
|
member do
|
|
post :sync
|
|
get :sparkline
|
|
patch :toggle_active
|
|
patch :toggle_exclude_from_reports
|
|
patch :set_default
|
|
patch :remove_default
|
|
get :select_provider
|
|
get :confirm_unlink
|
|
delete :unlink
|
|
end
|
|
|
|
collection do
|
|
post :sync_all
|
|
end
|
|
|
|
resource :sharing, only: [ :show, :update ], controller: "account_sharings"
|
|
end
|
|
|
|
resources :account_statements, only: %i[index show create update destroy] do
|
|
member do
|
|
patch :link
|
|
patch :unlink
|
|
patch :reject
|
|
end
|
|
end
|
|
|
|
# Convenience routes for polymorphic paths
|
|
# Example: account_path(Account.new(accountable: Depository.new)) => /depositories/123
|
|
direct :edit_account do |model, options|
|
|
route_for "edit_#{model.accountable_name}", model, options
|
|
end
|
|
|
|
resources :depositories, only: %i[new create edit update]
|
|
resources :investments, only: %i[new create edit update]
|
|
resources :properties, only: %i[new create edit update] do
|
|
member do
|
|
get :balances
|
|
patch :update_balances
|
|
|
|
get :address
|
|
patch :update_address
|
|
end
|
|
end
|
|
resources :vehicles, only: %i[new create edit update]
|
|
resources :credit_cards, only: %i[new create edit update]
|
|
resources :loans, only: %i[new create edit update]
|
|
resources :cryptos, only: %i[new create edit update]
|
|
resources :other_assets, only: %i[new create edit update]
|
|
resources :other_liabilities, only: %i[new create edit update]
|
|
|
|
resources :securities, only: :index
|
|
|
|
resources :invite_codes, only: %i[index create destroy]
|
|
|
|
resources :invitations, only: [ :new, :create, :destroy ] do
|
|
get :accept, on: :member
|
|
end
|
|
|
|
# API routes
|
|
namespace :api do
|
|
namespace :v1 do
|
|
# Authentication endpoints
|
|
post "auth/signup", to: "auth#signup"
|
|
post "auth/login", to: "auth#login"
|
|
post "auth/refresh", to: "auth#refresh"
|
|
post "auth/sso_exchange", to: "auth#sso_exchange"
|
|
post "auth/sso_link", to: "auth#sso_link"
|
|
post "auth/sso_create_account", to: "auth#sso_create_account"
|
|
patch "auth/enable_ai", to: "auth#enable_ai"
|
|
|
|
# Production API endpoints
|
|
resources :accounts, only: [ :index, :show ]
|
|
resources :balances, only: [ :index, :show ]
|
|
resources :budgets, only: [ :index, :show ]
|
|
resources :budget_categories, only: [ :index, :show ]
|
|
resources :categories, only: [ :index, :show, :create ]
|
|
resources :merchants, only: [ :index, :show, :create ]
|
|
resources :rules, only: [ :index, :show ]
|
|
resources :rule_runs, only: [ :index, :show ]
|
|
resources :securities, only: [ :index, :show ]
|
|
resources :security_prices, only: [ :index, :show ]
|
|
resources :tags, only: [ :index, :show, :create, :update, :destroy ]
|
|
|
|
resources :transactions, only: [ :index, :show, :create, :update, :destroy ]
|
|
resources :trades, only: [ :index, :show, :create, :update, :destroy ]
|
|
resources :holdings, only: [ :index, :show ]
|
|
resources :transfers, only: [ :index, :show ]
|
|
resources :rejected_transfers, only: [ :index, :show ]
|
|
resources :valuations, only: [ :index, :create, :update, :show ]
|
|
resources :recurring_transactions, only: [ :index, :show, :create, :update, :destroy ]
|
|
resources :family_exports, only: [ :index, :show, :create ] do
|
|
get :download, on: :member
|
|
end
|
|
resources :imports, only: [ :index, :show, :create ] do
|
|
post :preflight, on: :collection
|
|
get :rows, on: :member
|
|
end
|
|
resources :import_sessions, only: [ :show, :create ] do
|
|
post :chunks, on: :member, action: :create_chunk
|
|
post :publish, on: :member
|
|
end
|
|
resource :usage, only: [ :show ], controller: :usage
|
|
resource :balance_sheet, only: [ :show ], controller: :balance_sheet
|
|
resource :family_settings, only: [ :show ], controller: :family_settings
|
|
post :sync, to: "sync#create", as: :sync_job
|
|
resources :syncs, only: [ :index, :show ] do
|
|
get :latest, on: :collection
|
|
end
|
|
resources :provider_connections, only: [ :index ]
|
|
|
|
resources :chats, only: [ :index, :show, :create, :update, :destroy ] do
|
|
resources :messages, only: [ :create ] do
|
|
post :retry, on: :collection
|
|
end
|
|
end
|
|
|
|
get "users/reset/status", to: "users#reset_status"
|
|
delete "users/reset", to: "users#reset"
|
|
delete "users/me", to: "users#destroy"
|
|
|
|
# Test routes for API controller testing (only available in test environment)
|
|
if Rails.env.test?
|
|
get "test", to: "test#index"
|
|
get "test_not_found", to: "test#not_found"
|
|
get "test_family_access", to: "test#family_access"
|
|
get "test_scope_required", to: "test#scope_required"
|
|
get "test_multiple_scopes_required", to: "test#multiple_scopes_required"
|
|
end
|
|
end
|
|
end
|
|
|
|
|
|
|
|
resources :currencies, only: %i[show]
|
|
|
|
resources :impersonation_sessions, only: [ :create ] do
|
|
post :join, on: :collection
|
|
delete :leave, on: :collection
|
|
|
|
member do
|
|
put :approve
|
|
put :reject
|
|
put :complete
|
|
end
|
|
end
|
|
|
|
resources :plaid_items, only: %i[new edit create destroy] do
|
|
collection do
|
|
get :select_existing_account
|
|
post :link_existing_account
|
|
end
|
|
|
|
member do
|
|
post :sync
|
|
end
|
|
end
|
|
|
|
resources :simplefin_items, only: %i[index new create show edit update destroy] do
|
|
collection do
|
|
get :select_existing_account
|
|
post :link_existing_account
|
|
end
|
|
|
|
member do
|
|
post :sync
|
|
post :balances
|
|
get :setup_accounts
|
|
post :complete_account_setup
|
|
post :dismiss_replacement_suggestion
|
|
end
|
|
end
|
|
|
|
resources :lunchflow_items, only: %i[index new create show edit update destroy] do
|
|
collection do
|
|
get :preload_accounts
|
|
get :select_accounts
|
|
post :link_accounts
|
|
get :select_existing_account
|
|
post :link_existing_account
|
|
end
|
|
|
|
member do
|
|
post :sync
|
|
get :setup_accounts
|
|
post :complete_account_setup
|
|
end
|
|
end
|
|
|
|
resources :redbark_items, only: %i[create update destroy] do
|
|
collection do
|
|
get :select_accounts
|
|
get :select_existing_account
|
|
post :link_existing_account
|
|
end
|
|
|
|
member do
|
|
post :sync
|
|
get :setup_accounts
|
|
post :complete_account_setup
|
|
end
|
|
end
|
|
|
|
resources :akahu_items, only: %i[index new create show edit update destroy] do
|
|
collection do
|
|
get :preload_accounts
|
|
get :select_accounts
|
|
post :link_accounts
|
|
get :select_existing_account
|
|
post :link_existing_account
|
|
end
|
|
|
|
member do
|
|
post :sync
|
|
get :setup_accounts
|
|
post :complete_account_setup
|
|
end
|
|
end
|
|
|
|
resources :up_items, only: %i[index new create show edit update destroy] do
|
|
collection do
|
|
get :preload_accounts
|
|
get :select_accounts
|
|
post :link_accounts
|
|
get :select_existing_account
|
|
post :link_existing_account
|
|
end
|
|
|
|
member do
|
|
post :sync
|
|
get :setup_accounts
|
|
post :complete_account_setup
|
|
end
|
|
end
|
|
|
|
resources :sophtron_items, only: %i[index new create show edit update destroy] do
|
|
collection do
|
|
get :preload_accounts
|
|
get :select_accounts
|
|
post :link_accounts
|
|
get :select_existing_account
|
|
post :link_existing_account
|
|
end
|
|
|
|
member do
|
|
post :connect_institution
|
|
post :sync
|
|
post :toggle_manual_sync
|
|
post :balances
|
|
get :connection_status
|
|
post :submit_mfa
|
|
get :setup_accounts
|
|
post :complete_account_setup
|
|
end
|
|
end
|
|
|
|
namespace :webhooks do
|
|
post "plaid"
|
|
post "plaid_eu"
|
|
post "stripe"
|
|
end
|
|
|
|
get "redis-configuration-error", to: "pages#redis_configuration_error"
|
|
|
|
# MCP server endpoint for external AI assistants (JSON-RPC 2.0)
|
|
post "mcp", to: "mcp#handle"
|
|
|
|
# Reveal health status on /up that returns 200 if the app boots with no exceptions, otherwise 500.
|
|
# Can be used by load balancers and uptime monitors to verify that the app is live.
|
|
get "up" => "rails/health#show", as: :rails_health_check
|
|
|
|
# Render dynamic PWA files from app/views/pwa/*
|
|
get "service-worker" => "pwa#service_worker", as: :pwa_service_worker, defaults: { format: :js }
|
|
get "manifest" => "pwa#manifest", as: :pwa_manifest, defaults: { format: :json }
|
|
|
|
get "imports/:import_id/upload/sample_csv", to: "import/uploads#sample_csv", as: :import_upload_sample_csv
|
|
|
|
privacy_url = ENV["LEGAL_PRIVACY_URL"].presence
|
|
terms_url = ENV["LEGAL_TERMS_URL"].presence
|
|
get "privacy", to: privacy_url ? redirect(privacy_url) : "pages#privacy"
|
|
get "terms", to: terms_url ? redirect(terms_url) : "pages#terms"
|
|
get "intro", to: "pages#intro"
|
|
|
|
# Admin namespace for super admin functionality
|
|
namespace :admin do
|
|
resources :sso_providers do
|
|
member do
|
|
patch :toggle
|
|
post :test_connection
|
|
end
|
|
end
|
|
resources :users, only: [ :index, :update ]
|
|
resources :invitations, only: [ :destroy ]
|
|
resources :families, only: [] do
|
|
member do
|
|
delete :invitations, to: "invitations#destroy_all"
|
|
end
|
|
end
|
|
end
|
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# Defines the root path route ("/")
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root "pages#dashboard"
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end
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